The Boeing Company $BA Stock: First Citizens Bank & Trust Co. Boosts Stake

Key Points

• First Citizens Bank & Trust Co. increased its Boeing stake by 160.9% in the third quarter to 16,174 shares valued at approximately $3.0 million. Institutional investors collectively own 64.82% of Boeing’s stock.
• Boeing reported stronger delivery momentum, with 57 aircraft delivered in September and 161 in the third quarter, while its commercial backlog and recent defense wins support longer-term revenue visibility.
• Despite a “Moderate Buy” consensus and $269.16 average price target, Boeing faces significant risks, including production issues, regulatory delays, high oil prices, weak profitability, and bearish technical momentum.

First Citizens Bank & Trust Co. boosted its stake in The Boeing Company (NYSE:BA - Free Report) by 160.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,174 shares of the aircraft producer's stock after buying an additional 9,974 shares during the period. First Citizens Bank & Trust Co.'s holdings in Boeing were worth $3,009,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the company. McAlister Sweet & Associates Inc. increased its stake in Boeing by 57.2% during the third quarter. McAlister Sweet & Associates Inc. now owns 45,420 shares of the aircraft producer's stock valued at $8,450,000 after acquiring an additional 16,531 shares during the period. Integrated Wealth Concepts LLC raised its holdings in Boeing by 16.0% in the 2nd quarter. Integrated Wealth Concepts LLC now owns 42,417 shares of the aircraft producer's stock valued at $9,182,000 after acquiring an additional 5,862 shares in the last quarter. Louisiana State Employees Retirement System acquired a new position in Boeing in the 1st quarter valued at approximately $7,961,000. Patriot Financial Group Insurance Agency LLC lifted its position in shares of Boeing by 103.8% in the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 11,240 shares of the aircraft producer's stock worth $2,237,000 after acquiring an additional 5,726 shares during the period. Finally, Northcape Wealth Management LLC bought a new stake in shares of Boeing in the 2nd quarter worth approximately $3,639,000. Institutional investors and hedge funds own 64.82% of the company's stock.

Key Boeing News

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Boeing delivered 57 aircraft in September, its highest monthly total of 2026, including a stronger 737 MAX contribution. Third-quarter commercial deliveries reached 161 aircraft, led by 124 737s, suggesting production and cash-generation trends may be improving. Reuters delivery report
• Positive Sentiment: Boeing continues to benefit from a substantial commercial order book and recent defense wins, including the U.S. Navy’s selection of the company for the F/A-XX carrier-based fighter program. These developments support longer-term revenue visibility. Boeing order book and fighter jet report
• Positive Sentiment: Barclays initiated coverage with an Overweight rating, providing a favorable analyst view as Boeing works to recover from its manufacturing and safety challenges. Barclays coverage report
• Positive Sentiment: A new Israeli defense-related deal adds to Boeing’s recent military business momentum, although the market response has been limited. Israel deal report
• Neutral Sentiment: The U.S. transportation secretary is scheduled to meet Boeing and GE executives regarding aircraft-certification reform. Potentially faster approvals could help the industry, but the meeting does not yet represent a completed policy change. Reuters certification reform report
• Neutral Sentiment: Boeing is receiving elevated investor attention, while technical commentators describe the shares as underperforming and discuss options strategies. These reports may increase volatility but do not materially change fundamentals. Zacks Boeing analysis
• Negative Sentiment: Despite better deliveries, investors remain concerned about high oil prices, defense-sector uncertainty, a reported 737 MAX production issue and pending regulatory approvals. These factors could delay the recovery in profitability. Barron's Boeing stock analysis
• Negative Sentiment: Technical coverage remains bearish, with Boeing shares struggling to gain momentum and trading below key moving-average levels. This weak chart setup may encourage further selling ahead of earnings. Boeing technical analysis

Analysts Set New Price Targets

Several research analysts recently issued reports on the stock. Royal Bank Of Canada reissued a "buy" rating on shares of Boeing in a research report on Wednesday, September 30th. Jefferies Financial Group cut their price target on shares of Boeing from $295.00 to $265.00 and set a "buy" rating for the company in a research note on Monday, September 21st. DZ Bank reaffirmed a "buy" rating on shares of Boeing in a report on Thursday, August 6th. Citigroup lowered Boeing from a "buy" rating to a "sell" rating in a research note on Tuesday, August 11th. Finally, Btg Pactual set a $260.00 price objective on Boeing in a research note on Tuesday, July 14th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, four have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $269.16.

Boeing Stock Performance

BA opened at $184.39 on Thursday. The Boeing Company has a 1 year low of $176.77 and a 1 year high of $254.35. The company has a debt-to-equity ratio of 6.77, a current ratio of 1.14 and a quick ratio of 0.33. The business's 50-day moving average price is $206.69 and its two-hundred day moving average price is $215.77. The company has a market capitalization of $145.74 billion, a price-to-earnings ratio of 79.82 and a beta of 1.26.

Boeing (NYSE:BA - Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The aircraft producer reported ($0.76) earnings per share for the quarter, missing the consensus estimate of ($0.34) by ($0.42). Boeing had a negative return on equity of 346.82% and a net margin of 2.41%. The firm had revenue of $24.56 billion for the quarter, compared to analyst estimates of $24.26 billion. During the same quarter in the prior year, the firm earned ($1.24) earnings per share. The firm's revenue for the quarter was up 8.0% on a year-over-year basis. Equities analysts expect that The Boeing Company will post -0.95 EPS for the current fiscal year.

About Boeing

The Boeing Company NYSE: BA is a global aerospace company that designs, manufactures and supports commercial airplanes, military aircraft, spacecraft and related systems. Its commercial portfolio includes the 737, 787 Dreamliner and 777 families, as well as the 777X program. Boeing sells aircraft to airlines, cargo operators and leasing companies around the world.

Through its defense and space operations, Boeing provides products and services for the U.S. government, allied governments and other institutional customers.

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